Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed Compliance documentation is loaded on X-plan for the Internal Compliance Officer as well that all FNA's are client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; assessment. Assisting clients in going from blue to gold on Vitality. Checking all user groups are linked
Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed Compliance documentation is loaded on X-plan for the Internal Compliance Officer as well that all FNA's are client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; assessment. Assisting clients in going from blue to gold on Vitality. Checking all user groups are linked
wallpaper and homeware for both the local and international market. What started in 1987 as a humble Cape two Homeware Sales Consultant positions available: One based at our Fourways showroom and a second position
Very competitive commission structure from rand one Reasonable sales targets Business expenses will be
Very competitive commission structure from rand one Reasonable sales targets Business expenses will be
but not limited to. Daily, Weekly and Monthly internal business reporting and controlling. Financial
Ensuring compliance with The Companies Act the International Standards on Auditing and IFRS Preparing completed
individual and corporate clients as well as international banking services by liaising directly with financial Methodology processes within the group and offer internal clients an extended warranty due to their vested
wallpaper and homeware for both the local and international market. What started in 1987 as a humble Cape
projects and undertake to grow towards being an internal ‘expert' with client facing roles in the development